You can assign action permissions to enable users to execute actions. This includes processes, imports, exports, and other actions.

Before you can assign list permissions, you must add a model role or roles.

You can view the current list permissions in the RolesActions tab in the Users pane.

Actions display on rows and roles display on columns. A checkbox displays for each role in the row for each action. It's unchecked by default, which indicates the role does not have access.

Note: Only workspace administrators can run the Order List and Update Current Period actions.

To assign action permissions to a model role:

  1. Navigate to Users and select the Roles → Actions tab.
  2. Select the checkbox for role in the row of the action for which you want to grant permission.
    The action permissions for the role change with your selection.
    You can deselect the checkbox to remove permission from that role.